Position in MS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$402,611
+$85,650 QoQ
Shares Held
1,926
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,944
of 2,723 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $7,146,426 across 2 Capital Markets names. MS ranks #2 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,668 | $6,743,815 | |
| 2 | MS |
Morgan Stanley
This page
|
1,926 | $402,611 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,611 | 1,926 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $316,961 | 1,926 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $341,922 | 1,926 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $306,156 | 1,926 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $271,296 | 1,926 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $294,708 | 2,526 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $317,568 | 2,526 | Shares | Sole | 2025-01-06 | |
| 2024-03-31 | $369,672 | 3,926 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $622,537 | 6,676 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $647,316 | 7,926 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,035,560 | 12,126 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $1,374,509 | 15,655 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,330,988 | 15,655 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $1,693,184 | 21,430 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $3,945,232 | 51,870 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $4,911,880 | 56,200 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $5,492,052 | 55,950 | Shares | Sole | 2022-01-05 | |
| 2021-09-30 | $4,653,850 | 47,825 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $4,281,739 | 46,698 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $2,507,641 | 32,290 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $444,417 | 6,485 | Shares | Sole | 2021-03-04 | |
| No filing history on record for this holder in this stock. | ||||||